Sean H.

10 Surprising Ways You May Be Self-Employed

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When we think of self-employment, the first things that come to mind are often freelancers, entrepreneurs, or small business owners. But did you know there are many other ways you might be considered self-employed, even if you don’t think of yourself as a business owner?

Can Unmarried Parents Living Together Each Claim Head of Household and Children?

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Navigating tax filing statuses can be tricky, especially for unmarried parents who live together. One common question is whether both parents can claim head of household status and the children if they are not married but live together.

Real Case: How We Saved a Client Over $6,000 Due to Self-Employment Income Reporting Error

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Learn how we assisted a client facing an IRS audit with a proposed tax increase of over $8,000 due to unreported self-employment income and expenses. Our meticulous approach, timely response, and thorough documentation led to a significant adjustment, saving the client over $6,000 and earning their trust and recommendations.

Real Case: How We Saved a Client Over $17,000 in Taxation on Roth IRA Distribution

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Issue: Roth IRA distribution kicks in taxable income. Here’s the kicker: it should not. $$ at Stake: over $17,000 When a client received an audit letter from the IRS proposing a tax increase of over $17,000, they turned to us for assistance. Unfamiliar with the complexities of taxation, the client was unsure about the reasons … Read more

Real Case: How We Saved a Client Over $25,000 in IRS Audit Woes

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Discover how we helped a client facing an IRS audit with a proposed tax increase of over $25,000 due to reporting errors. Our thorough analysis, timely response, and gathering of supporting documents led to the IRS removing the bill entirely, resulting in significant savings for the client.

Real Case: A Client’s Triumph Over Identity Theft Tax Trouble

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Discover how we helped a client facing an IRS audit proposing a tax increase of almost $4,000 due to identity theft. Our swift action and thorough gathering of evidence led to the IRS removing the bill entirely, saving the client a substantial amount and providing a major win.

Real Case: A Client’s Relief from a Nearly $9,000 IRS Audit Bill

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Learn how we helped a client facing an IRS audit for their side business expenses, resulting in an almost $9,000 bill. Our expertise in IRS audits and meticulous gathering of supporting documents led to the IRS removing the bill entirely, providing significant relief and a major win for the client.

Real Case: Client’s Victory Over HSA Error & Newborn Baby

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Discover how we helped a client facing an IRS bill of almost $10,000 due to errors in claiming dependents and overstating HSA contributions. Our expertise in tax matters and diligent representation led to the IRS removing the bill entirely, saving the client a substantial amount and providing a major win.